John Lentz
John Lentz is a registered investment advisor at Park Avenue Securities LLC, based in Tallahassee, FL, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
401 East Virginia Street, Tallahassee, FL, 32301
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Regulatory History (1)
Criminal
October 1986Other Business ActivitiesSells Insurance
John is involved in numerous business activities, including serving as a trustee for a family trust, owning and managing multiple real estate properties and LLCs, operating his financial practice through Strategic Wealth Alliance, LLC and Strategic Wealth Group of N. Florida Financial, LLC, and providing fee-based business consulting. He also sells health and life insurance products.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.